Outlook

Your conversations, inside your CRM

Connect Outlook to read and send mail from your Lineer workspace. Keep conversations alongside your CRM and agent work.

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Conversations

Keep the thread intact

Read, compose and reply from a connected Outlook mailbox. Use the conversation history when deciding what to say next.

Explore the inbox

Mail

Jamie’s mailbox · Example data

Inbox2Sent24Drafts1Archive8

Supplier reviews at Northstar

You · via Supplier outreachYesterday

Hi Alex,

I saw Northstar coordinates suppliers across regional sites. How does your team handle supplier reviews today?

Jamie

AM

Alex Morgan

to Jamie · 10:32 AM

Hi Jamie, we’re reviewing our supplier process this quarter. Thursday would work for us. Could you share how your service works?

Authorize the account

Choose Outlook in mailbox settings and complete the provider’s authorization flow.

Review your mailbox

Check the connected account and conversation history before starting outreach.

Set sending controls

Choose mailbox limits and permitted sending times. Set approval requirements separately in the agent configuration.

Keep exploring

See Outlook with your workflow

Bring your connection requirements and the records or conversations your team works with.

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